摩根士丹利近日发表中国市场策略报告，列出新兴市场和中国「长仓」基金经理持有的前50大港股及中资股名单(Top 50 China/HK holdings among long-only EM and China active managers)：股份│国际及美国基金的组合所持权重腾讯(00700.HK) -10.000 (-1.946%) 沽空 $34.22亿; 比率 22.868% │15.3%阿里-W(09988.HK) +0.700 (+0.568%) 沽空 $16.22亿; 比率 16.611% │10%中国平安(02318.HK) +0.800 (+1.345%) 沽空 $8.03亿; 比率 28.341% │3.5%宁德时代(300750.SZ) +0.100 (+0.025%) │3.2%建行(00939.HK) +0.040 (+0.502%) 沽空 $4.78亿; 比率 20.066% │2.8%友邦(01299.HK) +1.150 (+1.351%) 沽空 $6.43亿; 比率 26.074% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.500 (+1.434%) 沽空 $6.35亿; 比率 19.469% │2.1%招行(03968.HK) +0.020 (+0.041%) 沽空 $2.68亿; 比率 46.476% │1.9%网易(09999.HK) -1.600 (-0.903%) 沽空 $1.70亿; 比率 23.307% │1.7%思源电气(002028.SZ) +7.390 (+3.605%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.050 (+0.067%) │1.2%美团-W(03690.HK) +0.100 (+0.127%) 沽空 $7.53亿; 比率 23.573% │1.2%贵州茅台(600519.SH) +1.480 (+0.105%) │1.1%携程(09961.HK) +0.200 (+0.050%) 沽空 $9.21千万; 比率 11.326% │1.1%国寿(02628.HK) +0.320 (+1.190%) 沽空 $3.47亿; 比率 21.733% │1.0%小米-W(01810.HK) -1.080 (-3.305%) 沽空 $16.13亿; 比率 29.525% │1.0%汇川技术(300124.SZ) +0.900 (+1.362%) │1.0%比亚迪(01211.HK) -1.000 (-0.935%) 沽空 $15.42亿; 比率 31.454% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +2.700 (+1.963%) │0.8%福耀玻璃(600660.SH) +0.820 (+1.472%) │0.8%中国财险(02328.HK) +0.090 (+0.595%) 沽空 $6.69千万; 比率 13.405% │0.8%药明康德(02359.HK) -2.600 (-2.289%) 沽空 $4.70亿; 比率 36.497% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +4.000 (+1.021%) 沽空 $3.75亿; 比率 17.719% │0.7%工行(01398.HK) +0.010 (+0.154%) 沽空 $3.20亿; 比率 19.460% │0.6%百度-SW(09888.HK) -2.400 (-2.131%) 沽空 $1.74亿; 比率 25.108% │0.6%紫金黄金国际(02259.HK) +4.400 (+2.443%) 沽空 $5.51亿; 比率 28.308% │0.6%安踏(02020.HK) -0.550 (-0.718%) 沽空 $1.45亿; 比率 33.237% │0.6%海尔智家(06690.HK) -0.120 (-0.502%) 沽空 $1.95亿; 比率 27.709% │0.6%创科(00669.HK) +4.400 (+4.167%) 沽空 $1.84亿; 比率 46.627% │0.6%翰森制药(03692.HK) -0.580 (-1.816%) 沽空 $7.67千万; 比率 29.354% │0.6%华润置地(01109.HK) -0.120 (-0.417%) 沽空 $7.01千万; 比率 17.228% │0.5%申洲(02313.HK) -0.150 (-0.284%) 沽空 $7.08千万; 比率 28.548% │0.5%中石油(00857.HK) +0.010 (+0.093%) 沽空 $5.39亿; 比率 25.138% │0.5%中微公司(688012.SH) +10.790 (+3.591%) │0.5%海螺水泥(00914.HK) +0.360 (+1.678%) 沽空 $4.74千万; 比率 21.627% │0.5%潍柴(02338.HK) +0.540 (+1.961%) 沽空 $1.28亿; 比率 21.018% │0.5%北方华创(002371.SZ) +17.920 (+4.036%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.560 (+2.927%) │0.5%洛阳钼业(03993.HK) +0.080 (+0.466%) 沽空 $1.61亿; 比率 14.106% │0.5%华润啤酒(00291.HK) -0.640 (-2.462%) 沽空 $1.28亿; 比率 21.960% │0.5%恒瑞医药(600276.SH) +0.340 (+0.634%) │0.4%太保(02601.HK) +0.220 (+0.684%) 沽空 $8.51千万; 比率 11.065% │0.4%国电南瑞(600406.SH) +0.510 (+1.890%) │0.4%京东-SW(09618.HK) +1.200 (+1.119%) 沽空 $2.63亿; 比率 36.073% │0.4%五矿资源(01208.HK) +0.130 (+1.699%) 沽空 $6.19千万; 比率 11.215% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-24 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)